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Resources, Tools, and Recommendations

to help you run a thriving business

My Most Popular Podcast Episodes

Episode 219: 5 Truths Every Business Owner Needs to Hear

Episode 320: The Four Boundaries Every High Achiever Needs to Set

Episode 314: The 3 Small Habit Shifts That Changed My Energy, Focus, and CEO Mindset

Favorite Business Tools

  • Honeybook

    I'm an OG Honeybook user since 2015 and I use this CRM for all our inquiries, proposals, bookings, invoices, and more!  It saves us SO much time and gets us paid fast! This link will get you 50% off your first year and I think you will just love it!

  • Rock Paper Coin

    Rock Paper Coin is a great CRM option for proposals, invoicing, and client contracts.  You can get a FULL Year FREE with my code PLANNERSVAULT,  and they have a CC processing fee of 2.5% which is awesome!  Check it out here!

  • Gusto

    I LOVE Gusto! You can use it to streamline payroll for both team members and contractors. It also makes the tax filing process much simpler and ensures accurate, timely payments! You’ll get a $100 gift card using this link after running your first payroll!

  • Flodesk

    My favorite email marketing system to either build or grow your email list with stunning, on-brand email newsletters!  Flodesk is so simple and intuitive to use and is a great way to start nurturing leads from your website as well as from wedding shows you participate in!  Give it a try today!

  • Sourced Co.

    Sourced Co creates the best styled stock photos along with video clips, blog outlines, caption templates, and more. They have pover 4000+ photos available so you’ll never be without something to post or ideas to market your business with. Use code PLANNERSVAULT20 for 20% off Sourced Co. membership!

  • GSuite

    Professionalism matters!  Use Gsuite to create a branded email for @yourcompany, share files securely online, video chat from any device, and so much more!  I use Google Drive for storing everything these days and love that I can access it from anywhere!

Favorite Business Books

  • Book cover of 'Atomic Habits' by James Clear, titled 'Tiny Changes, Remarkable Results,' with a subtitle about building good habits and breaking bad ones, indicating over 4 million copies sold.

    Atomic Habits

    by James Clear

    This book is the ultimate guide to effortlessly forming positive habits and achieving epic results through small, consistent actions. I re-read it every year!

  • Book cover of 'Building a Story Brand' by Donald Miller, featuring a white megaphone with a red handle and tip, and text emphasizing storytelling and branding.

    Building a Story Brand

    by Donald Miller

    A must-read for all small business owners helping you see the client journey and buying process so clearly. It’s the best messaging road map for business owners!

  • Book cover titled 'Get Rich Lucky Bitch!' by Denise Duffield-Thomas, featuring a smiling blonde woman sitting on a couch with a relaxed pose in a modern, light-colored room.

    Get Rich, Lucky Bitch!

    by Denise Duffield-Thomas

    A life-changing (and easy!) read by my all-time favorite author and business coach on money mindset. An empowering book for anyone who struggles to charge their worth.

  • Book cover for 'The Big Leap' by Gay Hendricks, featuring two fishbowls with a goldfish jumping from the smaller to the larger fishbowl, against a blue background.

    The Big Leap

    by Gay Hendricks

    This book will empower you to overcome limiting beliefs and step outside your comfort zone when it comes to the next big moves you make in business and life!

  • Book cover titled 'YOU are a BADASS' by Jen Sincero, with a yellow background and black, orange, and green text.

    You Are a Badass

    by Jen Sincero

    One of my very first introductions to changing my mindset. This book will help you embrace your inner badass and stop playing small.

  • Book cover of 'Dare to Lead' by Brené Brown with a teal and dark blue title design.

    Dare to Lead

    by Brené Brown

    I love everything Brene Brown creates! This book is great to help you make shifts on how you show up as a leader and build a dynamic team.

  • Book cover titled 'Gift-ology' by John Ruhlin, featuring a black background with white text and a small black ribbon graphic.

    Giftology

    by John Ruhlin

    Such a simple, yet impactful, read to help you think differently about how you show appreciation to others. You can listen to or read this one easily in one day!

  • Book cover titled 'Playing Big' by Tara Mohr, featuring a quote from Elizabeth Gilbert. The subtitle reads 'Practical Wisdom for Women Who Want to Speak Up, Create, and Lead'.

    Playing Big

    by Tara Mohr

    I love this book! It’s a transformative read that empowers you to quiet self-doubt, unleash your inner wisdom, and embrace your true potential in all areas of life.

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Guest Podcast Episodes

  • Brands That Book Podcast with Davey and Krista

    Brands That Book Podcast

    Episode 194: Building Relationships as Your Business Superpower

  • Promotional graphic for a podcast episode titled "Wedding Industry Insider" with Eddie Babbage, featuring the logo of "timeline|genius" in the bottom left corner. The graphic includes a portrait of Eddie Babbage wearing glasses and a gray jacket against a blue and dotted background.

    Wedding Industry Insider Podcast

    Wedding Industry Insider: WII 104: Stick Your Foot in the Door Before it Shuts

  • Stylized graphic of high-heeled shoes on shelves with the text 'Women on Work' in teal and black letters.

    Women On Work Podcast

    S2.E9 Unraveling with Megan Gillikin

Favorite Travel Items

  • A portable black Bluetooth speaker with a white plus and minus button on the front, sitting in front of an open carrying case containing a black wireless speaker and a blue clip.

    Wonderboom 3 Bluetooth Speaker

    The Wonderboom is my all time favorite bluetooth speaker. I use it at home for dance parties and travel with it as well for workcations and fun getaways. It’s compact, durable, and has AMAZING sound. Also, it’s waterproof so great for the pool and beach! Whether you're unwinding at home or embarking on fun-filled trips and workcations, you need this!

  • Half Day Bag

    This bag got me through an instagram ad one day and I’m so glad it did! It’s the perfect 2-3 night away bag and I love that it has a garment section that keeps my hang up clothes from getting all wrinkled! It’s also great for carry-on on planes and has been a lifesaver for quick work trips! Grab yours and plan your next getaway!

  • AMEX

    I can’t say enough good things about this card! The perks of having an AMEX are amazing. My personal favs are access to bougie airport lounges, monthly Uber credits, free Walmart+ subscription, and amazing point bonuses on flights and hotels. Use my link and get 100,000 points below!

Favorite Gifting Companies

  • BoxFox

    I’ve used BoxFox for years for clients and for thanking my favorite pros. Each box can be customized and includes a handwritten note signed by you. The packaging is beautiful and the product selections are unique and fun to choose! Use this link for $10 off your first order of $75 or more!

  • Happy Box

    Spread joy and love with Happy Box, another one of my favorite gifting companies! One thing I love about Happy Box is you can select a price range and let your recipient pick their own gift, which ensures they will love it! Use my link for $7 off your first order of $50 or more!

Favorite Podcasting Tools

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